Sensible Money, LLC Top Holdings and 13F Report (2025) About Sensible Money, LLCInvestment ActivitySensible Money, LLC has $233.41 million in total holdings as of March 31, 2025.Sensible Money, LLC owns shares of 83 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.15% of the portfolio was purchased this quarter.About 0.64% of the portfolio was sold this quarter.This quarter, Sensible Money, LLC has purchased 82 new stocks and bought additional shares in 31 stocks.Sensible Money, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $59,447,339Dimensional U.S. Targeted Value ETF $43,664,809Dimensional World ex U.S. Core Equity 2 ETF $21,893,558Dimensional Emerging Markets Value ETF $17,229,841Dimensional Emerging Markets Core Equity 2 ETF $16,879,537 Largest New Holdings this Quarter 459200101 - International Business Machines $215,091 Holding00287Y109 - AbbVie $213,711 Holding Largest Purchases this Quarter Dimensional U.S. Targeted Value ETF 55,987 shares (about $2.88M)Dimensional International Core Equity 2 ETF 97,999 shares (about $2.72M)Dimensional U.S. Core Equity 2 ETF 77,951 shares (about $2.57M)Dimensional Emerging Markets Core Equity 2 ETF 58,897 shares (about $1.56M)Dimensional Emerging Markets Value ETF 39,528 shares (about $1.07M) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 31,001 shares (about $812.23K)SPDR S&P 500 ETF Trust 412 shares (about $230.48K)Dimensional International Small Cap Value ETF 2,826 shares (about $82.29K)Vanguard Value ETF 282 shares (about $48.71K)Vanguard Growth ETF 122 shares (about $45.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSensible Money, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$59,447,339$2,571,603 ▲4.5%1,801,98125.5%ETFDFATDimensional U.S. Targeted Value ETF$43,664,809$2,882,771 ▲7.1%848,02518.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$21,893,558$812,226 ▼-3.6%835,6329.4%ETFDFEVDimensional Emerging Markets Value ETF$17,229,841$1,069,232 ▲6.6%636,9637.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$16,879,537$1,558,414 ▲10.2%637,9277.2%ETFDFICDimensional International Core Equity 2 ETF$11,959,317$2,721,432 ▲29.5%430,6565.1%ETFDISVDimensional International Small Cap Value ETF$9,627,900$82,293 ▼-0.8%330,6284.1%ETFAAPLApple$7,124,995$15,771 ▲0.2%32,0763.1%Computer and TechnologySCHASchwab US Small-Cap ETF$2,783,914$12,816 ▲0.5%118,8181.2%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$2,745,324$10,010 ▼-0.4%89,1341.2%ETFFCXFreeport-McMoRan$2,119,198$304,544 ▲16.8%55,9750.9%Basic MaterialsSPYSPDR S&P 500 ETF Trust$1,777,245$230,477 ▼-11.5%3,1770.8%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$1,610,014$4,469 ▼-0.3%20,5360.7%ETFDFUSDimensional U.S. Equity ETF$1,491,001$5,746 ▼-0.4%24,6530.6%ETFVOOVanguard S&P 500 ETF$1,443,984$106,372 ▲8.0%2,8100.6%ETFVTIVanguard Total Stock Market ETF$1,329,951$8,245 ▲0.6%4,8390.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,185,736$6,692 ▼-0.6%21,9700.5%ETFIWViShares Russell 3000 ETF$1,184,4800.0%3,7290.5%ETFIVViShares Core S&P 500 ETF$1,075,139$2,248 ▼-0.2%1,9130.5%ETFVEAVanguard FTSE Developed Markets ETF$1,059,755$3,711 ▲0.4%20,8490.5%ETFMSFTMicrosoft$1,013,804$69,814 ▲7.4%2,7010.4%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$827,861$10,490 ▲1.3%8,8390.4%ETFGOOGLAlphabet$791,464$6,804 ▼-0.9%5,1180.3%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$781,0490.0%10,4530.3%ETFAVESAvantis Emerging Markets Value ETF$770,0660.0%16,3290.3%ETFIJRiShares Core S&P Small-Cap ETF$764,723$105 ▲0.0%7,3130.3%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$740,4070.0%4,2660.3%ManufacturingEZMWisdomTree U.S. MidCap Fund$717,9420.0%12,0460.3%FinanceAMZNAmazon.com$674,472$3,615 ▲0.5%3,5450.3%Retail/WholesaleRSPHInvesco S&P 500 Equal Weight Health Care ETF$649,2940.0%21,8250.3%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$635,1770.0%17,5460.3%ETFAVEMAvantis Emerging Markets Equity ETF$605,5630.0%10,0640.3%ETFQQQInvesco QQQ$567,8920.0%1,2110.2%FinanceBSCPInvesco BulletShares 2025 Corporate Bond ETF$551,075$641 ▲0.1%26,6480.2%ETFJPMJPMorgan Chase & Co.$549,227$4,661 ▲0.9%2,2390.2%FinanceBSCSInvesco BulletShares 2028 Corporate Bond ETF$534,128$9,320 ▲1.8%26,2470.2%ETFGOOGAlphabet$506,311$18,278 ▼-3.5%3,2410.2%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$458,104$312 ▼-0.1%23,5170.2%ETFPKWInvesco BuyBack Achievers ETF$452,8010.0%4,0190.2%ETFNVDANVIDIA$449,948$7,044 ▲1.6%4,1520.2%Computer and TechnologyIYWiShares U.S. Technology ETF$449,4080.0%3,2000.2%ManufacturingBSCRInvesco BulletShares 2027 Corporate Bond ETF$448,770$1,058 ▼-0.2%22,9080.2%ETFIEFAiShares Core MSCI EAFE ETF$445,6970.0%5,8920.2%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$439,3400.0%5,7020.2%ETFDFLVDimensional US Large Cap Value ETF$436,381$459 ▼-0.1%14,2750.2%ETFACWViShares MSCI Global Min Vol Factor ETF$424,4020.0%3,6470.2%ETFPDNInvesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF$408,972$9,440 ▼-2.3%12,2170.2%ETFFDNFirst Trust Dow Jones Internet Index Fund$397,2050.0%1,7880.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$396,4270.0%3,3110.2%ETFQUALiShares MSCI USA Quality Factor ETF$383,478$17,089 ▲4.7%2,2440.2%ETFVBKVanguard Small-Cap Growth ETF$350,9680.0%1,3940.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$347,2320.0%9,5370.1%ETFPRKPark National$335,151$79,625 ▲31.2%2,2140.1%FinanceISCViShares Morningstar Small-Cap Value ETF$332,740$1,423 ▲0.4%5,6110.1%ETFCOSTCostco Wholesale$323,8270.0%3420.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$323,576$13,967 ▲4.5%1,6680.1%ETFPFIInvesco Dorsey Wright Financial Momentum ETF$319,2570.0%5,9730.1%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$319,130$7,632 ▲2.4%19,2360.1%ManufacturingSLYGSPDR S&P 600 Small Cap Growth ETF$314,889$83 ▲0.0%3,7940.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$312,667$2,615 ▲0.8%2,5110.1%ETFVVisa$292,284$26,635 ▲10.0%8340.1%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$285,725$61,488 ▲27.4%2,3420.1%ETFVOVanguard Mid-Cap ETF$280,8620.0%1,0860.1%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$273,748$222 ▲0.1%14,7730.1%ETFDVYiShares Select Dividend ETF$271,602$2,015 ▲0.7%2,0220.1%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$266,4930.0%3,3370.1%ManufacturingXMLVInvesco S&P MidCap Low Volatility ETF$263,8530.0%4,2750.1%ETFVBVanguard Small-Cap ETF$262,331$27,054 ▲11.5%1,1830.1%ETFIYGiShares U.S. Financial Services ETF$252,3820.0%3,2130.1%ETFSCHDSchwab US Dividend Equity ETF$238,7620.0%8,5390.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$236,0370.0%4,1000.1%ETFMOATVanEck Morningstar Wide Moat ETF$227,8320.0%2,5890.1%ETFBFORBarrons 400 ETF$224,7140.0%3,2360.1%ETFVTVVanguard Value ETF$222,468$48,708 ▼-18.0%1,2880.1%ETFEFAiShares MSCI EAFE ETF$220,8350.0%2,7020.1%FinanceSCHXSchwab US Large-Cap ETF$218,2360.0%9,8840.1%ETFIBMInternational Business Machines$215,091$215,091 ▲New Holding8650.1%Computer and TechnologyRDVYFirst Trust NASDAQ Rising Dividend Achievers$214,5500.0%3,6650.1%ManufacturingABBVAbbVie$213,711$213,711 ▲New Holding1,0200.1%MedicalPTNQPacer Trendpilot 100 ETF$213,0300.0%3,0000.1%ETFVUGVanguard Growth ETF$203,951$45,240 ▼-18.2%5500.1%ETFETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$120,3350.0%14,5860.1%Financial ServicesPACIRA BIOSCIENCES INC$9,7830.0%10,0000.0%NOTE 0.750% 8/0FTAIFTAI Aviation$0$215,772 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
